Customers. Every customer's history and conversations on one record, with what they have spent.
Every website inquiry lands as a lead you can act on.
When someone fills out the form on your website, MeridianOS™ saves it as a lead and alerts you on your phone. It can add the person to your customers on its own, matched to anyone you already have by email or phone.
Spam stays out. A hidden bot check and a spam filter screen every submission.
Unread at a glance. New leads show in bold with a dot and a count in the menu.
No duplicate customers. Leads match existing customers by email or any of three phone numbers.
Phone and walk-in leads. Add a lead by hand with its source and message.
Every form submission, waiting on one list.
Each message from your website form arrives under Lead Forms as an unread lead, and a red badge counts what nobody has opened. Search names, emails, phone numbers and messages, or filter by source and text consent. Export CSV downloads whatever the filters show.
- Unread leads show in bold with a dot until someone opens them
- Mark any group of leads read or unread in one step
- Add lead records phone and walk-in inquiries with their source and message
- The CSV includes name, email, phone, message, consent, source and date received
Turn a message into a customer in one click.
Open a lead to read the message and see whether they agreed to texts, then email or call them in one click. Convert to customer checks your list first. If the email or any phone number matches someone you have, the lead joins that record and fills in a missing phone or email.
- With no match, a new customer is created with the lead's source
- Once linked, the button reads View customer and opens their record
- Add new leads to customers, on by default, links each website lead to a customer
- Turn it off and leads wait under Lead Forms until someone converts them
Know about a new lead the moment it arrives.
A New lead alert reaches every admin with the MeridianOS™ app, and tapping it opens that lead. The business also gets an alert email with every detail, and hitting reply answers the person who wrote in.
- The visitor gets an email confirming you received their message
- Visitors who agreed to texts can also get a confirmation text
- Each admin can switch New lead alerts off in the app
- Spam is dropped before it is saved, so it never sets off an alert
Already handled. The details that usually get missed are built in.
Spammers get no signal
Submissions that look like spam are dropped quietly, and the sender still sees a normal success message. They get nothing to adjust before trying again.
Confirmations cannot be abused
MeridianOS™ sends at most 10 confirmations to one contact a day and 100 an hour across the site. Your form cannot be turned into a way to flood someone's inbox.
One person, one customer record
Before creating anyone new, MeridianOS™ checks the email and all three phone numbers on your existing customers. A match gets the lead, plus any phone or email that was missing.
Conversions are counted for you
Your KPIs count a lead as converted once their customer record gets a job. The conversion numbers you see come from real work booked.
Keep exploring.
Notifications. An alert the moment a lead, booking, text, or payment comes in.
Online booking. Customers pick a real open time on your website, and it lands on your schedule.
Questions and answers
Do I have to retype leads into my customer list?
No. With Add new leads to customers turned on, each website lead is matched to an existing customer or added as a new one with the Lead status. You can also convert any lead by hand with one click.
What about people who call or walk in?
Use Add lead to record their name and contact details with a message. Manual leads are saved as already read, with the source set to Manual entry unless you pick another.
How do you keep spam out of my leads?
Every submission passes an invisible bot check and then a built-in spam filter. Spam is dropped quietly, so it never reaches your list or your phone.
Can I export my leads?
Yes. Export CSV downloads the list as filtered, with names, contact details, messages, consent, source and the date each one arrived.
See your website's leads flow into MeridianOS™.
We will show you a form submission becoming a customer on a live system. Tell us what you do and we will reply within the hour.